Security record · archived quarter
HPI
name pending profile ingest
16Tracked holders
0Δ holders
2.62MShares held
$42.55MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 2.62M | $42.55M | +1 | −1 |
| Q1 2026 | 16 | -3 | 2.54M | $39.84M | — | −3 |
| Q4 2025 | 19 | +1 | 2.53M | $40.93M | +1 | — |
| Q3 2025 | 1 | — | 441.87K | $7.67M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 654.44K | +0.7% | $10.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 654.44K | +0.7% | $10.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 595.00K | +12.3% | $9.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 277.90K | +2.1% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 277.82K | +9.3% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 194.89K | -0.7% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 180.41K | -0.8% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 118.47K | -1.2% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 118.47K | -1.2% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 81.79K | +4.9% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 52.07K | +13.1% | $844,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 51.79K | +2.9% | $839,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 33.35K | +6.8% | $540,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 29.88K | -0.2% | $484,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 29.88K | -0.2% | $484,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 25.41K | 0.0% | $415,486 | 0.0% | Held | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 22.02K | -4.1% | $356,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 19.00K | New | $308,055 | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 10.22K | -7.9% | $165,607 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $308,055 | 0.0% |
Exited
| Mariner, LLC | $622,508 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 60.58M shares, $52.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API